As discussed in last month’s blog, the Heckerling Institute on Estate Planning is a five-day long program which takes place in Orlando, Florida. In our prior blog, we discussed the Secure 2.0 Act and the new Corporate Transparency Act of…

Topics for this year focused on: The Secure 2.0 Act; Inflation Reduction Act; lessons in estate planning for the middle rich; trust situs issues; installment obligations; firing clients; and the United States Department of Treasury Greenbook, which focuses on tax proposals for the upcoming year(s).